CPE ADMINISTRATIVE POLICIES & APPLYING FOR CPE CREDITS
*Pending approval by NASBA*
The below only applies to students requesting CPE credit
Record Retention Policy - For only those applying for CPE credits, MMA will maintain records for 5 years of: 1) participation, 2) date of completion, 3) instructor and reviewer names and credentials, 4) number of CPE credits earned, 5) results of the program evaluation, 6) program descriptive materials, and 7) the word count formula calculation used as the basis for QAS self study CPE credits.
Refunds & Expiration Date - If students have not begun the course, they may request a refund within 3 days of the course purchases date. Please email [email protected].
To qualify for CPE, the course exam and CPE requirements must be complete within one year of the purchase date of the course.
Cancellation Policy - Self study programs are usually not subject to cancellation; however, in the event a course is not in stock or is cancelled, you will be notified via email and will receive a full refund of your order.
Questions or Complaints - Inquiries, comments, problems, questions and/or complaints should be directed to Tripp Kaiser, who can be reached via phone at 617-968-5906, or email at [email protected].
Course Update Policy
To maintain compliance with NASBA standards and ensure the relevance and accuracy of our CPE courses, we adhere to the following:
Review Frequency: All courses are reviewed and updated every two years or sooner if significant changes in the relevant field occur.
Oversight: MMA is responsible for keeping course content current, reflecting the latest industry standards and practices.
Updates Notification: Course participants will be informed of updates through email communication and the course platforms.
Program Content Development Policies
MMA courses are developed with a keen focus on aligning content and level to the professional and educational backgrounds of our participants:
Targeted Content: Course design explicitly considers the knowledge level and experience of intended participants, ensuring relevance and accessibility.
Level Specification: Courses are categorized by level (e.g., basic, intermediate, advanced) to aid in appropriate selection based on participants' backgrounds.
Clear Learning Objectives: Courses have defined objectives and prerequisites, transparently communicated to guide participant selection.
Feedback Evaluation: Participant feedback is regularly reviewed to refine content alignment and effectiveness.
Content and Delivery System Policy
Up-to-Date Content: We ensure our course content reflects the latest industry insights and regulations through biannual reviews.
Engaging Design: Courses are crafted using best practices in instructional design to enhance learning engagement and retention.
Reliable Technology: Our delivery platforms are regularly evaluated for ease of use, stability, and accessibility, ensuring a seamless learning experience.
Content Accuracy: Subject matter experts rigorously review all materials to maintain the highest standards of accuracy and clarity.
All course content is developed by the MMA team with deep expertise in municipal credit analysis and the municipal bond market broadly.
External Review Policy
Independent Reviewers: Content is vetted by external experts independent of the development team to ensure impartiality and technical accuracy.
Review Criteria: These experts evaluate content for accuracy, relevance, and alignment with current industry standards and learning objectives.
Feedback Implementation: Constructive feedback is promptly incorporated to refine and update courses, ensuring they remain current and effective.
Documentation: The process and outcomes of external reviews are documented for transparency and compliance with NASBA guidelines.
Learning Objectives and Outcomes Policy
Objective-Driven Content: All course content is meticulously designed around clear, measurable learning objectives that reflect the educational needs and professional development goals of our participants.
Outcome Focused: Courses are structured to achieve specific outcomes, ensuring learners can apply knowledge and skills in their professional contexts.
Relevance and Practicality: Learning objectives are regularly reviewed and updated to remain relevant to current industry practices, trends, and regulations.
Assessment and Adaptation: Course effectiveness is continuously assessed against learning outcomes. Feedback is used to make necessary adjustments, enhancing learner achievement and satisfaction.
CPE Credits
CPE credits will be awarded to students that complete all lectures and sections in the Masterclass, and complete both the CPE form HERE and Evaluation form HERE.
Official Registry Statement
Municipal Market Analytics (MMA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org.